salesforce-mcp

salesforce-mcp

A focused MCP server for Salesforce CRM that exposes read/write access to standard CRM objects via six tools, designed for multi-tenant gateway deployments.

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salesforce-mcp

MCP (Model Context Protocol) server for Salesforce CRM, scoped to the WYRE Gateway BYOC use case.

A focused HTTP MCP server that exposes a Salesforce org's CRM data surface to Claude (and other MCP clients) through the WYRE MCP Gateway. Built for the multi-tenant gateway pattern: credentials are injected per-request via HTTP headers, no startup secrets are baked into the container.

Scope discipline

This package intentionally ships a narrow tool surface — six CRM data tools — and deliberately omits the Apex code-management / custom-object-creation / EXECUTE_ANONYMOUS surfaces that broader Salesforce MCP servers include. The use case is read/write access to standard CRM objects (Accounts, Contacts, Opportunities, Leads, Cases). Customers who need DX or admin tooling should use the official @salesforce/mcp package instead.

Tools

Tool Purpose
salesforce_search_objects Find standard + custom objects by partial name.
salesforce_describe_object Full schema (fields, picklists, relationships) for an object.
salesforce_query_records Execute SOQL with relationship traversal.
salesforce_aggregate_query SOQL GROUP BY / COUNT / SUM / AVG / MIN / MAX.
salesforce_dml_records Insert / update / delete / upsert records.
salesforce_search_all Cross-object SOSL search.

Run modes

  • http (default): listens on :8080, exposes /mcp (JSON-RPC) + /health. Per-request credentials from X-Salesforce-* headers. This is the gateway deployment shape.
  • stdio: traditional MCP client transport (Claude Desktop / Cursor). Credentials read once from env. Useful for local testing.
# HTTP mode (gateway default)
PORT=8080 MCP_TRANSPORT=http AUTH_MODE=gateway npm start

# stdio mode (env-baked, local testing)
MCP_TRANSPORT=stdio \
SALESFORCE_AUTH_FLOW=client_credentials \
SALESFORCE_CLIENT_ID=... SALESFORCE_CLIENT_SECRET=... \
SALESFORCE_INSTANCE_URL=https://yourorg.my.salesforce.com \
node dist/entry.js

Header contract (gateway mode)

Header Required? Notes
X-Salesforce-Auth-Mode optional client_credentials (default) or username_password.
X-Salesforce-Client-Id for client_credentials Connected App consumer key.
X-Salesforce-Client-Secret for client_credentials Connected App consumer secret.
X-Salesforce-Instance-Url for client_credentials Customer's My Domain URL (e.g. https://acmecorp.my.salesforce.com).
X-Salesforce-Username for username_password Salesforce user.
X-Salesforce-Password for username_password Salesforce password.
X-Salesforce-Token for username_password Security token (required unless IP allowlisted).

Per-request authentication means the same container instance can service many customers without restart — each MCP tools/call builds a fresh jsforce.Connection from the headers on that request.

Salesforce Connected App setup

For Client Credentials flow (the recommended path):

  1. Salesforce Setup → App Manager → New Connected App.
  2. Under API (Enable OAuth Settings): turn on Enable OAuth Settings and Enable Client Credentials Flow.
  3. Save, wait ~5 minutes for propagation.
  4. Manage → Edit Policies → Client Credentials Flow → set a Run As user (the API calls run with that user's permissions).
  5. Copy the Consumer Key and Consumer Secret from the Connected App into the gateway BYOC fields as clientId and clientSecret.
  6. Set instanceUrl to the customer's My Domain URL (Setup → My Domain).

Build

npm install
npm run build

Container

docker build -t salesforce-mcp:dev .
docker run --rm -p 8080:8080 -e MCP_TRANSPORT=http salesforce-mcp:dev
curl -s http://localhost:8080/health

The published image lives at ghcr.io/wyre-technology/salesforce-mcp with :latest, :sha-<short_sha>, and :v<version> tags.

License

Apache-2.0.

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